About Morey CPA & Associates, Inc.
Morey CPA & Associates, Inc. is a reputable CPA firm located in Newport Beach, CA, specializing in small business accounting and tax services since 2014. The firm has received recognition for its excellence, earning the Expertise Award for Best Accountants in Newport Beach in 2021 and 2022, as well as the Clutch Award for Top Accounting Firms in California in 2021. Clients consistently praise the firm for its exceptional service, with particular mention of their expertise in tax planning, bookkeeping, payroll management, and integration of accounting systems. The team, led by founder Jerry Morey, is known for being responsive and going above and beyond to ensure client satisfaction. They provide services tailored to various sectors, including dental, medical, veterinary, and real estate accounting. Customers highlight their positive experiences with team members, who effectively manage complex financial issues and enhance overall business operations. Morey CPA & Associates is highly recommended by clients who appreciate their professionalism, organization, and ability to deliver results, making them a trusted partner for both business and personal financial needs.
We changed to Morey CPA after several years of not getting good service from our company's previous cpa who wouldn't return phone calls or emails. Susana was very responsive, and if she wasn't available to take my call immediately, would quickly set up a time for a call or video chat. The transition to Morey was also seamless, and our taxes were filed in a timely manner.
I've used Morey CPA and Assoc. for the last 4 years to manage bookkeeping, tax advice/prep and payroll for my 2 growing businesses. They're an essential piece of my businesses running smoothly. They also handle things on the personal side for me. Ricardo is very knowledgeable in Tax planning and his team have provided exceptional service in every instance going above and beyond! I highly recommend them.
-Cindy President/Principal
We had an excellent experience working with Ricardo and Oscar. They played a critical role in helping us integrate Autodesk w/Quickbooks online and Agave. Their knowledge of both accounting systems and industry specific software made...read full review
Morey and Associates are the best CPA firm I have dealt with....and I have dealt with a few during my long carrer as a veterianarian.
They are super organized and very quick and saved me money. Highly recommend!!